Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,412 | $55,889+27.8% | $76,119-6.2% | $80,935-11.8% |
| Participation rate | 24.2% | 62.1%-37.8pp | 69.1%-44.8pp | 67.7%-43.4pp |
| Annual return | 15.25% | 20.58%-5.3pp | 361.25%-346.0pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,477 | $1,866+32.7% | $2,693-8.0% | $2,757-10.2% |
| Participant deferral / active EE | $3,851 | $3,051+26.2% | $4,259-9.6% | $4,299-10.4% |
| Admin fee / account holder | $5,896 | $5,241+12.5% | $6,421-8.2% | $6,924-14.9% |